Every automation, workflow, and AI system in the program — built into your actual stack by the people who designed them. No learning curve. No implementation timeline. It's there when you wake up.
The cohort teaches you to build. The course gives you the frameworks. Done-For-You is for the CoS who already knows what they need — and whose time is genuinely better spent elsewhere while someone else builds it.
That's not a knock on learning. It's a recognition that a CoS at a fast-moving company who is also the exec comms function, the board prep function, and the operations function may not have the time or mental bandwidth to learn Zapier right now. They need it working by Friday.
This is also the right path for organizations — not just individuals. If you want your company's entire operations infrastructure upgraded rather than one CoS's personal workflow, that's a DFY engagement.
Every system we build is configured for your specific stack — your tools, your workflows, your exec's communication style. Not a template. A custom build that runs in your actual environment from day one.
We scope each engagement individually based on what you need. Below are the core systems we build most frequently — typically delivered in combinations depending on your priorities.
We interview your CEO and analyze their existing writing to build a voice document accurate enough that AI-generated drafts require zero edits. Includes a full prompt library for your 10 most common communication types — board updates, stakeholder memos, difficult messages, decision docs — all calibrated to your executive's exact register.
Fathom records every meeting, a custom Claude prompt extracts action items with owners and due dates, Notion creates and assigns the tasks, and a formatted follow-up summary is drafted and ready to send — all before you close the laptop. Handles all meeting types: exec 1:1s, team standups, external stakeholder calls.
Team updates flow in via a structured Zapier-connected form, compile automatically, Claude synthesizes them into an exec-ready narrative in your CEO's voice, and the digest lands in Slack and Notion every Monday morning without anyone touching it. OKR progress, risks, and blockers surfaced automatically — the manual weekly report no longer exists.
A Perplexity + Claude workflow that produces a complete briefing for any external meeting in under 10 minutes: company overview, recent funding and news, key attendee backgrounds, open questions, and suggested talking points. Triggered from a Notion entry or Slack message. Documented and repeatable so your team can run it independently.
A NotebookLM + Claude environment purpose-built for board prep. Upload the board deck, prior board minutes, and supporting financials — the system surfaces inconsistencies across materials, identifies what's missing or underexplained, anticipates the five questions the board is likely to ask, and drafts responses. Board prep that used to take two days now takes two hours.
An automated weekly pulse that aggregates signals from across your stack — hiring pipeline velocity, revenue metrics, OKR completion rates, open risks flagged by team leads — and compiles them into a single executive health report. Built in Notion and Zapier, triggered automatically every week, so leadership sees the full picture without a 90-minute manual data-pull from your CoS.
Multi-step Zapier and Make workflows that connect your entire operating stack — Slack, Notion, Linear, HubSpot, Google Workspace, and more. Custom-built around the specific handoffs your team makes dozens of times per week: deal updates triggering stakeholder comms, hiring milestones triggering onboarding sequences, project status changes propagating across tools automatically.
An agentic Perplexity-powered monitoring system that tracks your competitive landscape, key customers, portfolio companies, and market signals on a defined cadence — and delivers a curated intelligence brief to your CEO or leadership team. Configured with your specific monitoring priorities: competitor funding rounds, customer news, regulatory signals, talent moves at priority accounts.
A deliberately simple process — because the complexity is our job, not yours.
60 minutes. We map your current stack, your top pain points, and the systems that would create the most immediate leverage. You leave knowing exactly what we'd build and what it would cost.
Within 48 hours: a detailed scope document with exactly what we'll build, what access we need, the timeline, and the fixed price. No surprises mid-build.
Dan, our expert AI developer builds everything in your actual accounts using your actual tools. We handle the authentication, the Zapier configuration, the Claude prompts, the Notion database setup — everything.
A 90-minute live handover session where we walk you through every system, show you how to maintain it, and answer every question. Plus: full documentation so you can troubleshoot independently.
Every engagement is priced individually after the scoping call. These tiers are illustrative — the final scope is always based on your specific situation.
The highest-leverage starting point — the three systems that eliminate the most manual work for most CoS operators.
The complete AI infrastructure — all six systems built and running in your stack. Most organizations start here when they're ready to move decisively.
For organizations ready to upgrade multiple functions — not just the CoS's workflow. Typically includes department-level automation audits and builds.
60 minutes. We map your situation, identify the highest-leverage systems, and give you a clear proposal. No obligation. No sales pressure. If DFY isn't the right fit for your situation, we'll tell you — and point you to the program format that is.
Tell us about your role, your stack, and your top three pain points. Takes 5 minutes.
We map your workflows, your tools, and where you'd get the most immediate leverage.
Exact scope, exact timeline, fixed price. No surprises. You decide if you want to proceed.
We price individually after the scoping call because scope varies significantly — a foundation engagement with 3 core systems is a meaningfully different project than a full organizational rollout. The scoping call gives you an exact number before you commit to anything.
We'll need access to your Zapier account, Claude account, and any tools the automations connect to (Gmail, Notion, Slack, etc.). We document exactly what access we need in the proposal and remove our access after the handover.
All engagements include a post-delivery support window (30–90 days depending on scope). If something breaks due to our build — connection issues, field mapping errors, anything related to our configuration — we fix it at no additional charge. We also provide detailed documentation so you can handle common maintenance tasks yourself.
We've built these specific systems dozens of times. A general developer would spend significant time understanding what a CoS needs, designing the workflows from scratch, and building something that may not reflect how this role actually works. We come in having already designed and refined the systems — we're just configuring them for your specific stack and context.
Minimal. The main input we need from you is context — your exec's communication style (for the voice document), your current workflow map (which we gather during the scoping call), and access credentials for your tools. If you've already completed the course or cohort, you'll have a lot of this documented.
Yes — and some clients do exactly this. They join the cohort to understand the systems conceptually and build the foundational pieces, then engage DFY for the more complex or custom builds they want done professionally. We'll scope whatever combination serves your situation.